Climate Economics Monthly Tariffs and green tech; Canada’s “carbon tax” election New US tariffs announced this month will raise the cost of green technologies and add to the growing list of headwinds facing the green transition under President Trump. Meanwhile, the Liberals’... 30th April 2025 · 5 mins read
China Chart Pack China Chart Pack (Apr. 25) US tariffs will start to weigh on China’s export growth soon. Domestic headwinds are also set to persist. A significant loosening of fiscal policy will help support the economy, but it won’t be enough... 29th April 2025 · 0 mins read
US Rapid Response US advance economic indicators (Mar) The advance economic indicators revealed a massive surge in consumer goods imports in March, as firms raced to beat the imposition of reciprocal tariffs in early April. As a result, we now estimate... 29th April 2025 · 2 mins read
Global Economics Update Trump, the global economy and the next 100 days President Trump’s first 100 days in office have brought substantial shifts in US policy. The next 100 will start to reveal whether his presidency is causing a realignment of the global economy. There... 29th April 2025 · 7 mins read
China Activity Monitor CAP: China’s Q1 growth weaker than officials claim Our China Activity Proxy calls into question the consensus view, based on the official GDP figures, that China’s economy remained resilient at the start of this year. Despite some improvement in March... 29th April 2025 · 2 mins read
India Chart Pack India Chart Pack (April 2025) India’s economy is emerging from its recent soft patch. Headline CPI inflation should remain close to the RBI’s 4% target over the coming months, enabling the central bank to continue easing monetary... 29th April 2025 · 1 min read
Asia Economics Update The economic impact of rising tensions in Kashmir Provided it was limited just to Kashmir, a period of fighting between Pakistani and Indian forces would have a small impact on the overall economy of either country. The closing of the only land trade... 28th April 2025 · 3 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (Apr. 2025) US import tariffs have largely focused on China. For some EMs (such as India and South East Asia), this creates near-term opportunities to take US market share from China. But there will be offsetting... 28th April 2025 · 1 min read
Latin America Economics Update Can Mexico fill China’s shoes? Mexico is well positioned to benefit if punitive US tariffs on China prompt a shift in US import demand towards other EMs, as seems likely, although its ability to ramp up exports in the near term... 28th April 2025 · 5 mins read
Europe Economics Weekly Europe Weekly: Tariffs may cause EZ GDP to flatline in Q2 and Q3 Business surveys for April suggest that US tariffs have not done much damage in the euro-zone so far. But we think there will be a noticeable impact in the coming months and have reduced our forecast... 25th April 2025 · 9 mins read
China Economics Weekly China Weekly: Taking a stand against the US President Trump wants to cut a deal with China so that he can claim victory and roll back some tariffs. But China’s leaders aren’t playing ball. They are considering tariff exemptions for certain... 25th April 2025 · 8 mins read
India Economics Weekly India Weekly: JD Vance in India, Kashmir, flash PMIs, dovish RBI US Vice President JD Vance was in India this week talking up progress on a potential trade deal as well as hailing the strength of diplomatic relations between the two countries. Meanwhile, India’s... 25th April 2025 · 4 mins read
China Rapid Response China Politburo Meeting (Apr. 2025) The meeting readout signalled that monetary policy easing is still on its way and that existing plans for fiscal spending will be accelerated. It stopped short of committing to additional deficit... 25th April 2025 · 3 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Apr. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The economies of Central and Eastern Europe are generally less exposed to higher US... 24th April 2025 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Apr. 2025) Despite the slump in the US dollar, outflows from EM capital markets have surged since President Trump’s Liberation Day tariff announcements. There have been tentative signs of stabilisation more... 24th April 2025 · 0 mins read
